Zia for Workflow Rules | AI Sales Assistant - Zoho CRM

Zia for Workflow Rules

You automate several sales followup activities using workflow rules to save time and efforts, which in turn increase the productivity of sales people. However, keeping track of triggers made through workflow rules to see what works best and what doesn't could be cumbersome. Zia does just that for you.

Zia brings AI to your workflow automation processes by detecting anomalies and provide suggestions for your workflow rules. Zia also identifies and prevents you from making mistakes, such as sending multiple email templates to the same customer on the same day.

Availability

Permission Required
Users with manage Automation permission in their profile can access this feature.


To view Workflow Anomalies and Suggestions from Zia

  1. ClickZia icon in the bottom right corner.
  2. You can click open the alerts individually to view more details.

You will receive Workflow Anomalies and Suggestions when:

  • The same contact receives an email twice via two workflows on the same day.
  • The same contact receives two or more email via multiple workflows on the same day.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace
      Start your free trial

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              


                            



                          Manage your brands on social media
                          Access Zoho Social


                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Features

                                      Form Templates

                                      Customers

                                      Mobile Forms

                                      Pricing

                                      Integrations

                                      Blogs

                                      Ebooks

                                      Tips & Tricks

                                      Community

                                      Terms of Use

                                      Secure your business
                                      communication with Zoho Mail
                                      Get started


                                      Mail on the move with
                                      Zoho Mail mobile application
                                      Go Mobile

                                        Stay on top of your schedule
                                        at all times
                                        Get started


                                        Carry your calendar with you
                                        Anytime, anywhere
                                        Get started


                                          Latest Announcements


                                              Zoho Sign Resources

                                                What's new
                                                Help Guide
                                                Solutions Guide
                                                API
                                                Blogs
                                                FAQ's
                                                Legal Guide
                                                Forums
                                                Webinars

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now


                                                    Zoho SalesIQ Resources



                                                        Zoho TeamInbox Resources



                                                              Latest Feature Updates

                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now





                                                                            Setup Zoho Bigin in 30 Minitues
                                                                            Latest Feature Updates


                                                                                Latest Feature Updates



                                                                                          • Related Articles

                                                                                          • Workflow Suggestions by Zia

                                                                                            Many regular activities like sending emails to customers or stakeholders, allocating tasks to team members, or updating details often take up more time than you expect. It can be helpful to automate these activities and use the time saved on other ...

                                                                                          • Configuring Workflow Rules

                                                                                            Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...

                                                                                          • Zia Call Intelligence

                                                                                            Zia Call Intelligence is released in a phased manner and will be accessible only to users in the US, EU, and IN DCs. Calls are an effective mode of communication for most businesses today, whether they're interactions with customers, partners, ...

                                                                                          • FAQs on Workflow Rules

                                                                                            What is a workflow rule? Workflow rules in Zoho CRM are designed to enhance productivity of the users and reduce manual work by automating routine activities in a business process. They allow you to create rules that can trigger different action ...

                                                                                          • Zia Recommendation

                                                                                            Recommendation tool and its benefits A recommendation tool uses artificial intelligence to identify and analyze customer data such as their purchase details, interests, requirements, and behavioral patterns to suggest the most relevant product. It ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace
                                                                                          Workplace on mobile

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources